See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,762 | $117,381-72.9% | $99,443-68.1% | $152,861-79.2% |
| Participation rate | 93.3% | 77.5%+15.8pp | 73.8%+19.5pp | 82.4%+10.9pp |
| Annual return | 21.04% | 31.87%-10.8pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,222 | $3,013-26.2% | $2,540-12.5% | $4,762-53.3% |
| Participant deferral / active EE | $2,909 | $4,086-28.8% | $3,619-19.6% | $5,850-50.3% |
| Admin fee / account holder | $410 | $7,631-94.6% | $6,250-93.4% | $11,596-96.5% |